See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,412 | $61,774+117.6% | $97,226+38.2% | $80,856+66.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.92% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,825 | $1,837+108.3% | $2,729+40.2% | $2,755+38.9% |
| Participant deferral / active EE | $3,778 | $3,029+24.7% | $4,264-11.4% | $4,296-12.0% |
| Admin fee / account holder | $5,750 | $5,166+11.3% | $5,654+1.7% | $6,918-16.9% |